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Bose McKinney & Evans LLPPartner
C. Daniel Yates
Pro

C. Daniel Yates

5.0
1 review

111 Monument Circle, Suite 2700, Indianapolis, IN 46204

Estate Administration, Estate and Wealth Transfer Planning, Estate Planning and 3 more

About C. Daniel Yates

Dan Yates is of counsel to Bose McKinney & Evans and a member of the Estate and Wealth Transfer Planning Group. Dan counsels families, business owners, corporate executives and other individuals and businesses to formulate and achieve financial objectives. He provides clients with counsel regarding taxation, probate, philanthropic giving and other estate planning or business succession planning issues. Dan has practiced law since 1973 and is a Board Certified Indiana Trust & Estate Lawyer, certified by the Trust & Estate Specialty Board. He also is a fellow of the American College of Trust and Estate Counsel (ACTEC). He is extremely involved in many additional professional, civic and charitable organizations, and has received various awards, both for his professional qualifications and for his commitment to the community. In September 2024, Dan was awarded Indiana’s highest honor - a Sagamore of the Wabash - by Governor Eric Holcomb.

Honors / Awards

Best Lawyers 2014, 2019 Indianapolis Non-Profit / Charities Lawyer of the Year; The Best Lawyers in America (2008-2026); Indiana Super Lawyers 2011-2022 (Estate Planning & Probate); AV Peer Review rated by Martindale-Hubbell; Indiana University Presidents Circle (2018); IUPUI Herron School of Art and Design Spirit of Philanthropy Award (2016); FIVE STAR Best in Client Satisfaction Wealth Manager Award (2013, 2012, 2009, 2008); Dean’s Advisory Council, Indiana University Herron School of Art and Design (2010); Indiana Lawyer‘s “Leadership in Law” Distinguished Barrister (2010); Distinguished fellow of the Indianapolis Bar Association Award (2009); Princeton Premier Business Leaders & Professionals Award (2009); co-chair of Indianapolis Symphony Orchestra Gala on September 26, 2009; Worth’s Top 100 Attorneys in the Nation (2006-2009); Indiana University School of Law - Bloomington, Distinguished Service Award (2006); Strathmore’s Who’s Who; Marquis Who’s Who (2008); Top Lawyers in America by Indiana Business Magazine (2008); The National Registry of Who’s Who; Outstanding Lawyers of America; fellow, Indiana Bar Foundation; Volunteer Fundraiser of the Year presented by the Association of Fundraising Professionals (2007); Partner in Philanthropy Award sponsored by the Central Indiana Community Foundation, Inc.; Seton Society of the St. Vincent Foundation

 

C. Daniel Yates (Indianapolis, Indiana) View website

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

C. Daniel Yates got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

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Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Other 5
    • Estate Administration
    • Estate and Wealth Transfer Planning
    • Federal Estate and Gift Tax
    • Not-for-Profit Organizations and Foundations
    • Probate and Trust Litigation

Practice Details

  • Firm Information
    Position
    Partner
    Firm Name
    Bose McKinney & Evans LLP

Experience

  • Bar Admission & Memberships
    Admissions
    1973, Indiana
    Memberships

    Appointments / Memberships

    Professional Memberships: The American College of Trust and Estate Counsel (fellow)
    Former Member, Indianapolis Bar Association (Estate Planning and Administration and Taxation Sections)
    Indiana State (Probate, Trust and Real Property Section) Bar Association
    Estate Planning Council of Indianapolis
    Planned Giving Council of Indianapolis (Board of Directors)
    Indiana Bar Foundation (fellow)
    National Committee on Planned Giving
    Phi Alpha Delta

    Civic and Charitable Activities: University of Indianapolis (Board of Trustees)
    Indiana University Herron School of Art (Advisory Board)
    Indiana University Center on Philanthropy (Board of Visitors)
    Eiteljorg Museum of American Indians and Western Art (Board of Directors, chairman of the Planned Giving Council, Executive Committee)
    Indianapolis Symphony Orchestra (Board of Directors, chairman of the Planned Giving Committee)
    Indianapolis Zoo (trustee, Advisory Board, Planned Giving Committee)
    The Children's Museum of Indianapolis (Board of Trustees, chairman of the Planned Giving Council)
    Newfields (Board of Trustees)
    St. Vincent Hospital Foundation (Board of Directors and secretary)
    Central Indiana Community Foundation, Inc. (chairman of Asset Development Committee, Professional Advisor Leadership Council, past Board of Directors member and secretary)
    Legacy Fund Community Foundation (past chairman, member of the Board of Governors)
    Indiana University Center on Philanthropy (Indiana Philanthropy Council)
    Indiana University School of Medicine (Planned Giving Committee)
    Indianapolis-Marion County Public Library Foundation, Inc. (Planned Giving Advisory Board)
    Noble of Indiana (Planned Giving Advisory Board)
    Hoosier Art Salon (Board of Directors)
    D. J. Angus-Scientech Educational Foundation, Inc. (Board of Directors)
    Second Presbyterian Church (elder)
    Second Presbyterian Church Endowment Fund (counsel)
    Indiana University College of Arts and Sciences/Graduate School Alumni Association (past president)
    Day Nursery Foundation, Inc. (past Board of Directors member)
    American Lung Association of Indiana (past Board of Directors member)

    Business and Social Organizations: Rotary Club of Indianapolis
    Economic Club of Indianapolis
    Scientech Club of Indianapolis, Inc. (past president and member emeritus)
    Contemporary Club of Indianapolis (Board of Directors)
    Indiana Society of Chicago
    500 Festival Associates
    Maxinkuckee Yacht Club
    Hillcrest Country Club
    Columbia Club

  • Education & Certifications
    Law School
    Indiana University Maurer School of Law - Bloomington
    Class of 1973
    J.D.
    Other Education
    Indiana University
    Class of 1969
    A.B.

    Indiana University
    Class of 1973
    M.B.A.
    Legal Certifications
    Board Certified, Estate Planning and Administration, Indiana State Bar Association, Family Law Certification Board
  • Personal Details & History
    Age
    Born in 1947
    Indianapolis, Indiana, September 27, 1947

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    C. Daniel Yates was admitted in 1973 to the State of Indiana.
  • How many attorneys are in this law firm?
    Bose McKinney & Evans LLP has 100 attorneys at this location.
  • What law school did this attorney attend?
    C. Daniel Yates attended Indiana University Maurer School of Law - Bloomington.
  • What year was this attorney's law firm established?
    Bose McKinney & Evans LLP was established in 1955.
  • Is this attorney listed in the Bar Register of Preeminent Lawyers?
    C. Daniel Yates is listed in the Administrative Law, Agricultural Law, Antitrust Law, Appellate Practice, Banking Law, Bankruptcy Law, Business Law, Civil Trial Practice, Commercial Litigation, Communications Law, Construction Law, Corporate Law, Creditors Rights, Education Law, Election, Campaign and Political Law, Eminent Domain, Employment Benefits Law, Energy Law, Environmental Law, Gaming Law, General Practice, Government Contracts, Government Relations, Guardianship and Conservatorship, Health Care Law, Immigration and Naturalization, Insurance Defense, Insurance Law, Intellectual Property Law, International Business Law, Labor and Employment Law, Land Use Law, Legal Malpractice, Libel, Slander and Defamation, Medical Malpractice, Mergers and Acquisitions, Municipal and Zoning Law, Municipal Bond/Public Authority Financing, Nonprofit and Tax Exempt Organizations, Patent, Trademark, Copyright and Unfair Competition, Pension and Profit Sharing, Product Liability Law, Professional Liability, Public Utilities Law, Real Estate Law, Securities Law, Sports and Entertainment Law, Tax Law, Telecommunications Law, Toxic Torts, Trademark, Copyright, and Unfair Competition, Transportation Law, Trusts and Estates, Wills and Probate and Workers Compensation section of the Bar Register of Preeminent Lawyers.

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